|
Institutional
Holders
Total
Institutions:
|
45 2 |
|
Total
shares held :
|
3,891,979 |
|
% of shares
held :
|
23.52% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-7 |
|
Amount
of shares held :
|
-646,705 |
|
% of shares
held change :
|
-3.91% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$8.66 |
|
Last
Quarter's Ending
Price :
|
$9.08 |
|
Last
Quarter's Average
Price :
|
$8.68 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.51 (5.88%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BANK OF AMERICA CORP /DE/ |
3170 |
- |
2023-12-31 |
354,844 |
$3,222,000 |
-18,261 |
|
MORGAN STANLEY |
4489 |
- |
2023-12-31 |
189,150 |
$1,717,000 |
-41,867 |
|
UBS Group AG |
3016 |
- |
2023-12-31 |
177,982 |
$1,616,000 |
-5,427 |
|
ENVESTNET ASSET MANAGEMENT INC |
2635 |
- |
2023-12-31 |
164,445 |
$1,493,000 |
-51,708 |
|
CITADEL ADVISORS LLC |
3516 |
- |
2023-12-31 |
60,167 |
$546,000 |
-82,757 |
|
Advisor Group Holdings Inc. |
2963 |
- |
2024-03-31 |
49,865 |
$472,000 |
-7,728 |
|
Goss Wealth Management LLC |
1292 |
- |
2023-12-31 |
52,015 |
$472,000 |
-3,577 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2628 |
- |
2024-03-31 |
33,990 |
$322,000 |
-47 |
|
AE Wealth Management LLC |
1697 |
- |
2023-12-31 |
31,332 |
$295,000 |
-1,592 |
|
ADVISORY SERVICES NETWORK, LLC |
1360 |
- |
2024-03-31 |
18,671 |
$177,000 |
-97,477 |
|
MML INVESTORS SERVICES LLC |
2328 |
- |
2023-12-31 |
18,755 |
$170,000 |
-36,061 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3730 |
- |
2024-03-31 |
11,475 |
$109,000 |
-2,256 |
|
HARBOUR INVESTMENTS INC. |
2064 |
- |
2023-12-31 |
1,331 |
$12,000 |
-601 |
|
Beacon Capital Management LLC |
528 |
- |
2023-12-31 |
1,186 |
$10,000 |
-4 |
|
Fortis Group Advisors LLC |
376 |
- |
2024-03-31 |
500 |
$5,000 |
-500 |
|
GRADIENT INVESTMENTS LLC |
818 |
- |
2024-03-31 |
178 |
$2,000 |
-3,475 |
|
|
16 Records found
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1
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